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Trust Point Inc’s IQVIA IQV Stock Holding History

Trust Point Inc’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Sell
1,149
-27
-2% -$4.71K 0.02% 431
2026
Q1 		$201K Sell
1,176
-121
-9% -$23.6K 0.02% 507
2025
Q4 		$292K Sell
1,297
-262
-17% -$57K 0.02% 378
2025
Q3 		$296K Buy
+1,559
New +$283K 0.02% 369
2024
Q2 		– Sell
-1,198
Closed -$303K – 519
2024
Q1 		$303K Hold
1,198
– – 0.02% 409
2023
Q4 		$277K Buy
+1,198
New +$246K 0.02% 409

Other funds holding IQV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Trust Point Inc's IQV Position: Q2 2026 in Review

Trust Point Inc reduced its IQVIA (IQV) stake by 2.3% in Q2 2026, selling an estimated $4.71K and leaving 1,149 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #431.

Trust Point Inc first reported a position in IQV in Q4 2023 and has held it in 6 quarters since. The position peaked at $303K in Q1 2024. 201 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Trust Point Inc held 1,149 shares of IQVIA worth $222K as of Q2 2026.
  • Trust Point Inc sold 27 IQVIA shares in Q2 2026, an estimated $4.71K.
  • IQVIA made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #431 holding.
  • Trust Point Inc first reported a position in IQVIA in Q4 2023 and has held it in 6 quarters since.
  • Trust Point Inc's IQVIA position peaked at $303K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.